Southern Treasurers Annual Conference

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Last updated April 27, 2006

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Monday, April 10, 2006
8:00 a.m	Conference Breakfast
9:00 a.m.	Conference Opening
	Welcome Remarks:
	Hon. W. Daniel Ebersole, Director Georgia Office of Treasury and Fiscal Services
	Hon. Randall Edwards, NAST President and Oregon State Treasurer
	Hon. Dale Sims, Southern Region President and Tennessee State Treasurer
9:30-10:30 a.m.	Market Outlook: Dow 12,000 or 9,000? The recent good news is that employment is expanding, inflation remains low, the stock market has risen and business investment is strong. But beyond all the upbeat indicators, there are serious problems that disturb the most seasoned investors. One of Wall Street’s top ranked strategists will review the state of the economy and provide insights into the outlook for U.S. stocks. Moderator: Hon. Dale Sims, Tennessee State Treasurer Speaker: Jason Trennert, Senior Managing Director and Chief Investment Strategist, International Strategy and Investment
10:30 a.m.-Noon	Current Developments in the Debt Issuance and College Savings The Section 529 college savings programs and tax exempt bond financing are two of the signature programs of the office of the state treasurer. 2006 promises significant developments in these programs, with the implementation of new regulatory provisions shaping the operations of the programs. This session will explore current developments in these areas, offering an opportunity to discuss regulatory and other changes shaping the college savings and tax-exempt bond markets. Speakers: Gary M. Killian, Managing Director, Municipal Finance, Lehman Brothers James A. Posthauer, Senior Vice President, Municipal Trading, Morgan Keegan & Co., Inc. , Member, Municipal Securities Rulemaking Board
Noon	Conference Luncheon "The Enduring Impact of the Atlanta Olympics" Speaker: A.D. Frazier, Chairman and CEO, Danka Imaging Services, and former Chief Operating Officer Atlanta Committee for the Olympic Games
2:00-3:00 p.m.	The Global Economic Perspective
	As our nation is becoming increasingly challenged by globalization and the emergence of overseas economies, it is imperative to understand the competition from abroad. In this session, a leading economist will discuss the shifts that are taking place in the global economy and the opportunities these changes offer to investors. Moderator: Hon. Tate Reeves, Mississippi State Treasurer Speaker: David Rosenberg, Chief Economist for North America, Merrill Lynch
3:00-4:00 p.m.	Everything You Need to Know about Credit Card Security but Were Afraid to Ask This session addresses the stringent new data security standards for credit cards required by the major credit card associations. An expert in this field will explain the new requirements, your potential liability, and suggested approaches. Moderator: Hon. W Daniel Ebersole, Director, Georgia Treasurer and Fiscal Services Speaker: Brian Trevey, Vice President, Ambiron TrustWave Consulting
6 p.m.	Conference Reception and Dinner Old Fort Jackson
Tuesday, April 11, 2006
8:00 a.m.	Conference Breakfast
9:00-10:00 a.m.	The New Paradigm Updated One of the country's leading economic forecasters will discuss the changes taking place in the economy. Hear his views on what to expect from stock market returns and which sectors to avoid. Moderator: Hon. J. Braxton Powell, Virginia State Treasurer Speaker: Edward E. Yardeni, Ph.D., Chief Investment Strategist, Oak Associates Ltd.
10:00-11:00 a.m.	Branding: One of the Crowd or One of a Kind? A nationally recognized professor of marketing and editor of a best-selling marketing textbook will provide an overview of marketing principles and will give you a new perspective on marketing programs in your office such as college savings and unclaimed property. Moderator: Hon. Gus Wingfield, Arkansas State Treasurer Speaker: J. Thomas Russell, Dean Emeritus, Grady College of Journalism and Mass Communication, University of Georgia
11:00 a.m.-Noon	The Future of College Savings Programs Experts will offer their perspective on the forces that affect college savings programs and how states can work to make improvements to the plans that will aid families as they prepare for future higher education costs. Moderator: Hon. Kay Ivey, Alabama State Treasurer Speakers: Andrea Feirstein, Managing Director, AKF Consulting Chris Lynch, Regional Director, TIAA-CREF
Noon	Conference Luncheon "An Insider's View of Midnight in the Garden of Good and Evil" Speaker: Sonny Seiler, Savannah Attorney and Actor
2:00-3:00 p.m.	Unclaimed Property Programs Facing Legal Assaults This timely session will focus on past and current litigation occurring in several states where plaintiffs are seeking to establish a class action to recover payment of interest or earnings on unclaimed property while in the custody of the state. Legal experts will share their insights and experience in defending these unrelenting attacks on the constitutional foundation of our unclaimed property statutes while addressing possible merit to certain aspects of claims for individual property types such as stock and dividends. Moderator: George Tamayo, NAUPA President and Division Manager, Texas Office of Comptroller and Public Accounts Speakers: J. Michael Manasco, General Counsel, Alabama State Treasury M. Drew Parker, Assistant General Counsel, Florida Department of Financial Services
3:00-4:30 p.m.	Southern State Treasurers Business Meeting
6:00 p.m.	Conference Reception and Dinner Harper-Fowlkes House
Wednesday, April 12, 2006
8:00 a.m.	Conference Breakfast